Approved Workman Database 5.9 - User Guide

The Register and Post a Payment Dialog

The Register and Post a Payment Dialog

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The Register and Post a Payment Dialog

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078-setRegistration The Register and Post a Payment dialog provides a convenient way to quickly mark one or more members as registered and enter a payment that was made during registration.

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The payment portion is disabled when invoked for more than one member.

RegisterAndPostPayment

Set the Registration Date - defaults to the Current Club Date, but can be changed.
Post an Unapplied Payment to the Household Ledger (optional) - checking the box enables the payment options. The payment can be applied to specific fees later using the Household Ledger.

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The payors in each household are remembered and displayed in the drop-down for future use.

OK - sets Registration Current and registered date in the Member Window's Misc tab. It also sets the Permissions-related fields (based on Admin > Options > Registration Form and Reports > Permission Defaults), the member's Status to "Active" and creates a fee record for the Annual Dues (if applicable).
Cancel - exits the registration process without saving it.

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Use the Registration Window dialog to perform additional tasks such as editing member data, assigning books and uniforms, or posting payments directly to fees.